Qlik Sense EMEA Roadshow Demo

Part 1: Anyone Can Data Model Before you get started:

Create a folder Data Files on your C: Drive

Place the product-sales-simplified.xlsx and the custom-categories.xlsx in

the Data files folder.

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I am going to start where all analytics must start, acquiring the data. I’m going to act as a typical business user with lots of great questions but perhaps not completely versed in business intelligence or data modelling. So, I create a new app and give it a name.

Open Hub Click Create new app Name it: Wow that was easy Click: Create Click: Open App

Qlik Sense now tells me what to do next. I need to load data. So I’m going to pick the Add Data Load.

I’m now presented with all sort of different data sources I can load into Qlik Sense. Such as Cloudera, Hive, Oracle, ODBC and flat files. I can even chose to use data sources already setup

Select Connect my data Select Excel Files

by myself or others.

I can now choose the table I would like to load. In this case we are using excel data but would get the same experience with any data source.

Navigate to C > Data Files Select product-sales-simplified.xlsx

Select

Sense is smart. It figures out it is an Excel file and see the sheets and the data in each sheets. All I need to do is check off all the sheets I’m interested in. Then hit “load and Finish”. Just like that I’ve loaded my data and create a multi-table data model.

Check Products, Order_header, Order_details, Currencies, Territories Click Load and Finish

Now that the data has

Select Edit the sheet

finished loading, I want to start creating some visualizations. After selecting Edit the sheet, I am ready to start creating visualizations.

To create some visualizations is as simple as drag and drop. I can drag on a bar chart and Qlik Sense tells me I need a dimension and measure. I can add each of these by clicking on the buttons. I can also adjust the sorting and appearance as I see fit.

Drag Bar Chart Dimension Territory Measure Sum(TotalDue) Sort by measure Appearance >Presentation Horizontal

I can just as quickly create a visualization using exclusively drag and drop. Here I’m making at table of product names by sales amount. This finishes my simple dashboard.

Drag Table Dimension Name Measure Sum(TotalDue) Exit edit mod by clicking Done

Notice I didn’t need to wire the two visualizations together, create independent visualizations and then put them on a dashboard or any other unnecessary

Make a few selections (select a state(s) from the bar chart) to show the two visualizations are connected.

steps. It just works.

What if I wanted to add more data after I had already started? Perhaps I have some sales order data that I want to take a look at. I can add this data at any time by using a Quick Data Load.

Select Add data

I can then navigate to wherever I left my spread sheet and load it into the app with the other data.

Select Connections Select Data Files

I select the custom-categories file.

Select custom-categories.xlsx

Since I am unsure how my data is going to connect to the company data, I am going to use a new feature in Qlik Sense 2.0 to profile my data. Qlik Sense is now performing an analysis of the data and determining two things. Where the tables will ‘naturally’ join based on

Click on

Click on Wait for data profiling to complete.

common field names and what joins may be the best joins based on the data within the tables.

Once the smart data load has completed we can see the results. In this case there was not ‘natural’ match found. No fields had the same name between the existing data and the new table being added. However, Qlik Sense did find two fields “Name” and “Product” that have the same data. So I can choose to use either of the names or a new name to connect the data. Then load the data.

Select Name Product 100% Select Name

Click

My Categories have now been added to the data model so I can view the

Enter Edit Mode Drag My Category onto the table

company data along with my categorization.

Looking at this data, I now have an interest to see what the demographic looks like in each of the states where we sell our products.

Select Add Data Select Qlik DataMarket

I can now choose from the various categories of data that is available to me. In this case I will

Select Currency Select Currency Exchange Rates

select currencies. I am now presented with the options of what data I would like. In this case I’m going to convert everything over to USD. I can also select what daily exchange rate I would like. The data is then quickly added to the rest of my data.

Click

Let’s review what I have just done. Using a completely visual interface I have loaded data from multiple tables. I created join between those tables, including defining how the tables should be joined based on the recommendations of Qlik Sense and my own knowledge. I have also three distinct data sources including an external data source via Qlik Data Market. In the back ground a full Qlik Sense script was written should I or someone else wish to augment or edit the auto generated script. Also without me really knowing about it, I

Open Data model viewer

created a proper data model that can be viewed.

Part 2: Guided and Self Service Analytics

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That was how we load data into Qlik Sense, where it gets really exciting is working with the data as a user.

Open the Hub Open Consumer Goods Sales app

Once the app is Open the KPI Dashboard sheet

open I can move through the various sheets and see the gorgeous visualizations that will help me get insight into my data. Let’s take a look at the sales rep performance. I’m interested in understanding how I can improve the performance of some of my bottom performing sales reps. I know there is some information in the app about our bottom performing sales reps but since I do not understand the data model I don’t know what field to go look for. So I start where most people would start by searching. Qlik Sense is smart. When I search “Low” it ask me if I’m looking for “Low”, “Low Fat”, “Low Performer”, or “Lower”. I select Low Performer and here are my low

Slowly move through the first four sheets Stop on Sales Rep Performance Search “Low” Select “Low Performer”

performer sales reps.

I want to look at the bottom three reps. As I make selection you will notice all the visualizations update instantly. In the middle top you can see my sales by margin.

Select bottom three reps: Janice Scott, Dennis Fisher and Cart Lynch

As I head back to the Sales & Margin Analysis sheet, notice how Qlik Sense carries my selections through the app.

Navigate back to the Sales & Margin Analysis sheet

Once I navigate back to the Sales & Margin Analysis sheet, I can see the same information with the native mapping capabilities in Qlik Sense.

Instantly, we can see that while these reps are selling well in many regions, they are selling nothing in the north east region. Sense also gives me another important piece of information.

At the top of the screen, in the Sales Rep field there is a small number of reps that are green, the ones we have selected, and a set that is gray. These are the excluded reps. You will also notice there a new colour in Qlik Sense, light gray. All the sales reps are reps that are also low performers but are filtered out of the visualizations. I can focus on those by selecting the alternative.

Click on Sales Rep Name in the currently selection bar. Click on ‘…’ Click on Select Alternative. Confirm the selection.

I can now easily see that these sales reps have sold well in the north east region. So there are two opportunities, one with the high margin products and one with sales in the north east. I can also see that Fresh Vegetables sell very well so perhaps I’ll recommend the poorest performers focus their efforts on Fresh Vegetables. However before making a recommendation, I want to ensure we will be able to fill the orders.

The chart in the center bottom displays inventory and lead times for every product. Notice that it is a scatter plot but because there are so many dots, Qlik Sense is using smart data compression to display a more meaningful representation of the plot. The darker areas indicate higher data density. This makes it easy to see there are two

Change Sheet back to Sales Rep Performance

clusters of data for inventory and lead time. On at 3 days of lead time and one at about 10 days of lead time.

I’m interested in Fresh Vegetables, so I’m going to select on that and see what sort of lead times and inventory for every individual product in the Fresh Vegetables category.

Select “Fresh Vegetables” on Sales vs Margin scatter plot

I can immediately see the vast majority of Fresh Vegetables have a very short lead time. Also the smart data compression has re-rendered the visualization to show more detail due to the reduce data set.

Wouldn’t it be great to tell others about my discovery? Well, using Storytelling I have done just that. Here is a

Click on Story Telling Select Sales Rep Performance Click Play button

story I have prepared for you about sales performance in our organization.

As I step through the slides, you will see some of the same insights we have previously discussed. Such as the high margin products, lack of sales in the northeast region and other insights we did not have time to cover in our co-analysis experience.

Move though story to slide below.

This story includes my conclusion that we can improve performance by selling more fresh vegetable. If you have ever been in any meetings like the ones I have been in, this is the point where someone challenges or pushes back on the conclusions. The typical response to these challenges is to rerun the analysis after the

Advance One Slide Right click on “Central Region” chart Select Go to Source

meeting and meet again at a later date. We can do better! In Qlik Sense we have the option to go back to the source of any visualization in the story.

When I go to the source, I am looking at the exact same snap shot but in the context of when I took the snap shot. In this case we are looking at the revenue for the central region showing the opportunity for fresh vegetables. If the objection was regarding there is a difference in the northeast, I can quickly focus on the northeast. I can do the same for the south and see fresh vegetables at the top. In the West, it is slight different due to all the wine and cheese California consumes however fresh vegetables are a close third. So clearly fresh vegetables are an opportunity.

Expand selection of Region Name in current selection bar. Ctrl Select Region Name = Northeast Ctrl Select Region Name = Southern Ctrl Select Region Name = Western

Having addressed the concern about my conclusion and gaining agreement that fresh vegetables are an opportunity, I can step back into the story and pick up where I left off to finish my narrative. With Qlik Sense we have combined the story telling experience with analytic experience and made it easy to jump between those two experiences.

Click the Story Telling icon

Part 3: Mobile

THE MOBILE PIECE CANNOT BE DONE

WITHOUT SERVER

To simulate the mobile experience

you can change the

dimensions of your screen as shown

below.

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So far we have been looking at Qlik Sense through a PC browser. Wouldn’t it be great if everything also worked through a mobile device. It does! What I want to show you now is the responsive design that is built into Qlik Sense. This allows you to truly build once and deploy anywhere.

Simulate iPad by grabbing the top left corner of your Qlik Sense screen and drag it back to the left

Here is the same set of analysis but within the viewing dimensions of an iPad. You can see all the visualizations have re-rendered to optimally fit the iPad screen size. Everything

Open KPI Dashboard sheet Move through sheets. Show portrait and landscape views by resizing the window

Portrait View

works the same as it did before. Just like I would expect. I can change the screen size to show both Portrait and Landscape views.

Landscape View

Qlik Sense even works on a small screen device. The same analysis is waiting for me on a screen that simulates a mobile

Resize the screen to simulate a mobile phone screen. Scroll down the page to see all of the charts. Navigate through the tabs at the bottom of the screen.

phone. I am now working from a clearly small screen size. So Qlik Sense does work to render the analysis in an optimal format for the available real estate by stacking each visualization. You can see all of the charts render in a vertical column.

All of the same behaviour still exists. To make a selection of high sales products on this scatter plot, I expand it and then just click and drag to along the axis.

On the Sales & Margin Analysis tab Scroll Down to the scatter plot for Central Sales vs Margin Focus on Central Sales vs Margin Select ~3.5M to 8.1M

Confirm selection

The selections work just as expected. In addition you can get an overview of all selections and see the green, white and grey. So everything works on a small form factor such as an iPhone, on an iPad and on a PC.

Select the Global Selector

Select Product Sub Group

Part 4: Embedded Objects

THIS SECTION REQUIRES AN INTERNET

CONNECTION Distributor Portal (Mash-up APIs)

Talk Track

Click Track

The final piece

that I would

like to talk to

you about

today is

Embedded

Objects. With

the Qlik Sense

APIs,

Open a browser and navigate to:

http://demos.qlik.com/demos/login/index.html

Distributor 1: Username: tt Password: tt123

Distributor 2: Username: jv Password: jv123

developers

can easily

embed Qlik

Sense objects,

sheets, apps

into a web

page.

Let’s take a

look at our

distributor

portal as an

example.

Once we

successfully

log in, we are

taken to the

Distributor

Portal

homepage

that looks like

any

conventional

web page.

On the left,

we have some

relevant

articles

pertaining to

the food

industry. And

on the right,

we have

metrics that

pertain to me

as a

distributor

and I can

quickly see

how I am

performing.

Notice that

the KPI

objects look

very familiar.

They are the

actual objects

from the Qlik

Sense app

that we were

just navigating

through.

Using the Qlik

Sense APIs we

were able to

embed the

objects right

into the web

page.

We can also

navigate to the

Analysis tab by

using either the

menu option

above or simply

by clicking on

the KPI Object.

Once on the

Analysis page,

we can now see

the same

objects that

were part of my

original

dashboard. The

difference here

is that the data

represents only

my portion of

the data

instead of the

entire

company’s data

which we were

viewing

previously.

I am able to

interact with

the objects in

the same

manner as I

could inside the

Qlik Sense app.

This allows

developers to

customize the

user experience

and maintain

the power of

the Qix engine.